Customer Success Specialist | Morning Shift | WFH
WFA Digital Insight
The demand for customer success specialists has skyrocketed in recent years, with a 25% growth in job postings in 2025 alone. Platinum Outsourcing, a fast-growing company with a global team, is seeking a skilled specialist to join their ranks. This role stands out for its focus on remote work and digital skills, making it an attractive option for those looking to work from home. With the rise of remote work, companies are looking for professionals who can navigate CRM tools, manage high-volume enquiries, and provide top-notch customer service. Before applying, candidates should be aware that health and safety experience is highly desirable, and they should be comfortable working with CRM tools and managing repeatable coordination work.
Job Description
About the Role
As a Customer Success Specialist, you will be the first point of contact for customers, managing high-volume enquiries, check-ins, and admin tasks through defined processes. This role is crucial in supporting Customer Success and Sales by taking on repeatable coordination work, ensuring seamless communication with clients, and identifying opportunities for licence expansion. You will be working remotely from the comfort of your own home, using digital tools to stay connected with the team and manage your workflow. The company is a co-sourcing BPO operating out of both the Philippines and Indonesia, with a global team of 250 employees and plans to expand to 500+ employees over the next three years. This role is an excellent opportunity to join a growing company and make a meaningful impact on customer success. The team you will be working with is dedicated to delivering sustainable and effective safety programs, and you will be an integral part of ensuring customer satisfaction and retention.What You Will Do
- Monitor inboxes, acknowledge, route, and schedule responses to customer enquiries
- Run scripted check-ins and capture outcomes, ensuring timely completion of standard tasks
- Process standard requests, such as licence changes, via workflows
- Direct customers to approved resources or internal teams, uncovering opportunities for licence expansion
- Keep records, notes, and handovers accurate and up-to-date, maintaining high-quality CRM records
- Work within SOPs, scripts, and escalation pathways, ensuring adherence to process
- Escalate anything requiring judgement or outside standard process, using sound judgement and critical thinking
- Collaborate with internal teams to ensure seamless communication and resolve customer issues
- Analyze customer data and feedback to identify areas for improvement and optimize customer success strategies
What We Are Looking For
- Health and safety experience, either direct or indirect, is highly desirable
- Strong customer service and communication skills, with the ability to navigate complex customer issues
- Highly organised and process-driven, with experience working with CRM tools and managing repeatable coordination work
- Comfortable with CRM, help desk, outbound calls, and Microsoft 365 tools
- Ability to work independently and as part of a remote team, with a strong focus on self-motivation and discipline
- Strong problem-solving skills, with the ability to think critically and outside the box
- Experience working in a fast-paced environment, with the ability to prioritize tasks and manage multiple projects simultaneously
- Strong attention to detail, with the ability to maintain accurate records and reports
Nice to Have
- Experience working in a BPO or co-sourcing environment
- Familiarity with Zoho, help desk, and outbound calls tools
- Certification in customer service or a related field
- Experience working in a global team, with the ability to navigate cultural and language differences
Benefits and Perks
- Competitive salary and benefits package
- Opportunity to work remotely from the comfort of your own home
- Collaborative and dynamic work environment, with a focus on teamwork and open communication
- Professional development and growth opportunities, with the chance to learn new skills and take on new challenges
- Access to cutting-edge digital tools and technologies, with the ability to stay up-to-date with industry trends and best practices
- Flexible working hours, with the ability to balance work and personal life
- Health and wellness programs, with a focus on employee well-being and satisfaction
- Recognition and reward programs, with the opportunity to be recognized for outstanding performance and contributions
How to Stand Out
- Ensure you have a strong understanding of CRM tools and help desk software, and be prepared to provide examples of how you have used these tools in previous roles.
- Develop a portfolio that showcases your customer service skills, including any relevant certifications or training programs.
- Practice your problem-solving skills, and be prepared to provide examples of times when you had to think critically and outside the box to resolve a customer issue.
- Be prepared to discuss your experience working in a fast-paced environment, and how you prioritize tasks and manage multiple projects simultaneously.
- Research the company culture and values, and be prepared to discuss how your skills and experience align with these values.
- Be prepared to discuss your experience working remotely, and how you stay motivated and disciplined in a remote work environment.
- Don't be afraid to ask questions during the interview process, and be sure to ask about opportunities for growth and development within the company.
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